The Oracle logo exhibited during the Mobile World Congress, on February 28, 2019 in Barcelona, Spain.Oracle stocks dipped about 4% on Wednesday following a report that discussions with Blue Owl Capital on backing a $10 billion data center in Michigan had stalled, although the cloud company later disputed the report.Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.However, the plans fell through due to concern ...

甲骨文(ORCL.US)盘中跌超4%至180.31美元。消息面上，甲骨文最大的数据中心合作伙伴Blue Owl Capital将不会为甲骨文下一个价值100亿美元的数据中心项目提供资金支持，因为这家软件巨头正面临 日益增长的债务和人工智能支出方面的担忧。Blue Owl此前一直在与贷款机构和甲骨文就投资位于密歇 根州萨林镇、计划为OpenAI提供服务的1吉瓦数据中心进行谈判。但据三位知情人士透露，由于谈判陷 入僵局，该协议将无法继续推进。 ...

Oracle Corp’s plans for a $10 billion data center in Michigan are in doubt after funding talks with private capital group Blue Owl Capital broke down. Blue Owl, which has been the primary financial backer for some of Oracle’s largest U.S. data ...

Trinity currently has $2.6 billion in assets under management, and boasts a market cap of $1.15 billion. The company makes careful vetting of its investment targets, keeping in mind its constant goal of maintaining a sound return for investors. This is usually returned via dividend distributions, and as of September this year Trinity has returned a cumulative $411 million through those payments.The first company on our list, Trinity Capital, is an alternative asset manager that is structured for business pu ...

Core Insights - Meta is accelerating its adjustment of artificial intelligence strategy, delaying the release of its next-generation model "Avocado" to Q1 2026 and leaning towards a closed-source approach, marking a significant shift from its previously open-source strategy [2][3] - The delay of Avocado reflects deeper organizational changes, with a significant turnover in AI leadership and a shift from an academic-oriented research system to a more product-focused and closed-loop approach [5][6] - Meta's hardware roadmap is also being adjusted, with a shift in focus from the metaverse to AI, leading to a reduction in budget for metaverse projects and an increase in investment in AI-related hardware [8][9] - The overall strategic shift indicates a comprehensive transformation across technology, organization, and capital, as Meta rewrites its AI development path to focus on closed-source models and commercial outcomes [11] Organizational Changes - The leadership of AI at Meta has undergone significant changes, with the introduction of external high-end talent and a shift in focus towards product implementation and speed [5] - The new AI leadership emphasizes a closed-loop management style, contrasting sharply with the previous open research culture, leading to multiple rounds of restructuring and layoffs within AI-related teams [6] Hardware Strategy - Meta is conducting a comprehensive review of its hardware department, Reality Labs, downgrading or pausing several augmented reality projects and reallocating resources towards AI-compatible devices [8] - The company plans to accelerate the production of next-generation ASIC chips aimed at enhancing the efficiency of closed-source model inference, moving towards a more pragmatic mixed infrastructure model [8][9] Strategic Shift - The delay of Avocado is not merely a development timeline adjustment but a clear signal of Meta's strategic pivot in response to competitive pressures and internal restructuring [11] - This marks Meta's third major strategic shift in over a decade, driven not by external trends but by the necessity to adapt to a rapidly changing competitive landscape [11]

布鲁克菲尔德资产管理(BAM.US)与卡塔尔投资局宣布携手成立规模达200亿美元的合资投资平台，聚焦 人工智能(AI)基础设施领域布局。这一合作的落地，凸显出中东地区围绕AI产业主导权的争夺正日趋白 热化。 卡塔尔的邻国阿联酋与沙特阿拉伯同样动作频频。两国不仅设立了规模达数十亿美元的专项基金，扶持 本土AI初创企业发展，还着力打造国家级标杆企业，例如阿布扎比的G42集团与利雅得的Humain公司。 卡塔尔投资局自身也在持续加码AI领域投资，不仅参与了硅谷AI初创企业Anthropic130亿美元的融资项 目，还与Blue Owl Capital合作成立了规模30亿美元的数据中心投资平台。 卡塔尔投资局首席执行官Mohammed Saif Al-Sowaidi表示，此次与布鲁克菲尔德的合作，"将助力卡塔尔 2030国家愿景的推进，推动本国经济向多元化、创新驱动型转型"。 这一合作也是卡塔尔吸引全球投资者的最新举措。此前，贝莱德(BLK.US)旗下的Global Infrastructure Partners、Eduardo Saverin创立的B Capital等国际资本巨头，均已宣布计划在多哈设立办事机构。 ...

By Scott Murdoch SYDNEY, Dec 9 (Reuters) - The chief investment officer of Australian pension fund Aware Super says there are flashing "orange" lights in some funding ​arrangements in the global artificial intelligence industry but earnings growth is backing up ‌the sector's current valuations. Simon Warner, who became CIO of the A$210 billion ($135.75 billion) fund last week, said ‌the future trajectory of the AI industry's economic model was the most prominent financial market risk in 2026. Soaring AI ...

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) that Blue Owl was experiencing a meaningful pressure on its asset base from B ...

Coremont, a London-based provider of real-time, multi-asset class portfolio management software and analytics, has received a €34 million ($40 million) strategic growth investment from funds managed by Blue Owl Capital.The investment will drive Coremont’s growth by expanding its product coverage into new asset classes, using AI to broaden access to advanced analytics, and strengthening its real-time risk management capabilities.“We are delighted to collaborate with Blue Owl,” said Jev Mehmet, CEO of Coremon ...

If you thought the AI boom was just about chatbots and new gadgets, it’s time to think bigger. Wall Street has quietly become the financial engine behind America’s AI expansion, pouring massive amounts of money into giant data centers, power-hungry chip farms, and next-gen computing campuses. Must Read And they’re doing it even as analysts warn of over-investment, slowing returns and echoes of past bubbles like in the early 2000s. The financial fuel behind the AI boom isn’t just shaping Silicon Valley, ...